IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 627,824 shares; 2024Q4: 749,842 shares; 2025Q1: 1,017,384 shares; 2025Q2: 1,260,146 shares; 2025Q3: 1,397,861 shares; 2025Q4: 1,632,826 shares; 2026Q1: 1,790,366 shares 1,790,366 $162M 12.13% +157,540 Timeline DIVZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,276,008 shares 4,276,008 $159M 11.91% new Timeline IDVZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 308,872 shares; 2025Q1: 2,325,575 shares; 2025Q2: 2,798,194 shares; 2025Q3: 3,152,328 shares; 2025Q4: 3,664,407 shares; 2026Q1: 4,045,910 shares 4,045,910 $136M 10.16% +381,503 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 847,450 shares; 2024Q4: 1,022,501 shares; 2025Q1: 1,286,521 shares; 2025Q2: 1,593,630 shares; 2025Q3: 1,748,006 shares; 2025Q4: 1,997,722 shares; 2026Q1: 1,409,193 shares 1,409,193 $108M 8.07% -588,529 Timeline PFDE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 155,462 shares; 2026Q1: 4,179,577 shares 4,179,577 $98.3M 7.36% +4,024,115 Timeline PFOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 187,255 shares; 2026Q1: 4,167,305 shares 4,167,305 $93.1M 6.96% +3,980,050 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 384,468 shares; 2024Q4: 487,005 shares; 2025Q1: 537,418 shares; 2025Q2: 638,902 shares; 2025Q3: 695,891 shares; 2025Q4: 803,679 shares; 2026Q1: 885,746 shares 885,746 $61.8M 4.62% +82,067 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 321,565 shares; 2026Q1: 688,532 shares 688,532 $53.1M 3.98% +366,967 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 240,136 shares; 2025Q4: 312,622 shares; 2026Q1: 2,196,449 shares 2,196,449 $51.2M 3.83% +1,883,827 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,784 shares; 2024Q4: 36,234 shares; 2025Q1: 421,958 shares; 2025Q2: 491,251 shares; 2025Q3: 569,253 shares; 2025Q4: 665,161 shares; 2026Q1: 737,423 shares 737,423 $47.3M 3.54% +72,262 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,189 shares; 2024Q4: 8,337 shares; 2025Q1: 271,495 shares; 2025Q2: 315,999 shares; 2025Q3: 346,444 shares; 2025Q4: 400,466 shares; 2026Q1: 450,878 shares 450,878 $30.4M 2.28% +50,412 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 472,967 shares; 2024Q4: 592,128 shares; 2025Q1: 632,439 shares; 2025Q2: 618,454 shares; 2025Q3: 522,291 shares; 2025Q4: 542,781 shares; 2026Q1: 571,207 shares 571,207 $28.8M 2.15% +28,426 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,273 shares; 2024Q4: 96,911 shares; 2025Q1: 55,370 shares; 2025Q2: 132,426 shares; 2025Q3: 734,575 shares; 2025Q4: 923,848 shares; 2026Q1: 432,542 shares 432,542 $25.3M 1.9% -491,306 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,734 shares; 2025Q4: 153,489 shares; 2026Q1: 260,813 shares 260,813 $20.7M 1.55% +107,324 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 459,894 shares 459,894 $19.4M 1.45% new Timeline PCHI FUNDVANTAGE TR More: the full row for FUNDVANTAGE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 537,493 shares; 2025Q3: 548,190 shares; 2025Q4: 554,525 shares; 2026Q1: 564,598 shares 564,598 $13.8M 1.03% +10,073 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,897 shares; 2024Q4: 276,194 shares; 2025Q1: 278,930 shares; 2025Q2: 245,463 shares; 2025Q3: 244,795 shares; 2025Q4: 221,559 shares; 2026Q1: 240,798 shares 240,798 $12.1M 0.9% +19,239 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,044 shares; 2024Q4: 2,891 shares; 2025Q1: 2,079 shares; 2025Q2: 15,716 shares; 2025Q3: 16,899 shares; 2025Q4: 18,654 shares; 2026Q1: 20,552 shares 20,552 $11.9M 0.89% +1,898 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 401,496 shares; 2025Q2: 634,034 shares; 2025Q3: 467,731 shares; 2025Q4: 303,414 shares; 2026Q1: 102,092 shares 102,092 $10.2M 0.77% -201,322 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,372 shares; 2024Q4: 134,416 shares; 2025Q1: 140,175 shares; 2025Q2: 141,258 shares; 2025Q3: 152,494 shares; 2025Q4: 158,851 shares; 2026Q1: 185,038 shares 185,038 $8.93M 0.67% +26,187 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 160,304 shares 160,304 $7.83M 0.59% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,580 shares; 2024Q4: 29,213 shares; 2025Q1: 27,527 shares; 2025Q2: 258,377 shares; 2025Q3: 298,920 shares; 2025Q4: 27,733 shares; 2026Q1: 27,933 shares 27,933 $7.09M 0.53% +200 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 113,737 shares 113,737 $5.66M 0.42% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,383 shares; 2024Q4: 73,781 shares; 2025Q1: 72,517 shares; 2025Q2: 56,251 shares; 2025Q3: 49,845 shares; 2025Q4: 54,050 shares; 2026Q1: 54,432 shares 54,432 $5.47M 0.41% +382 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,045 shares; 2024Q4: 8,728 shares; 2025Q1: 8,484 shares; 2025Q2: 7,852 shares; 2025Q3: 7,924 shares; 2025Q4: 14,596 shares; 2026Q1: 14,691 shares 14,691 $5.44M 0.41% +95 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,207 shares; 2024Q4: 7,931 shares; 2025Q1: 7,988 shares; 2025Q2: 7,640 shares; 2025Q3: 7,673 shares; 2025Q4: 8,213 shares; 2026Q1: 8,019 shares 8,019 $5.24M 0.39% -194 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,156 shares; 2024Q4: 9,598 shares; 2025Q1: 16,988 shares; 2025Q2: 20,392 shares; 2025Q3: 29,978 shares; 2025Q4: 30,141 shares; 2026Q1: 37,551 shares 37,551 $4.67M 0.35% +7,410 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 2,203 shares; 2025Q1: 1,869 shares; 2025Q2: 1,941 shares; 2025Q3: 1,830 shares; 2025Q4: 7,238 shares; 2026Q1: 7,038 shares 7,038 $4.21M 0.31% -200 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,910 shares; 2024Q4: 19,320 shares; 2025Q1: 18,624 shares; 2025Q2: 16,873 shares; 2025Q3: 19,789 shares; 2025Q4: 23,338 shares; 2026Q1: 23,088 shares 23,088 $4.03M 0.3% -250 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,456 shares; 2026Q1: 83,571 shares 83,571 $4M 0.3% +5,115 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,133 shares; 2024Q4: 8,330 shares; 2025Q1: 8,204 shares; 2025Q2: 7,772 shares; 2025Q3: 7,563 shares; 2025Q4: 12,972 shares; 2026Q1: 13,106 shares 13,106 $3.77M 0.28% +134 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372,554 shares; 2024Q4: 463,294 shares; 2025Q1: 83,862 shares; 2025Q2: 56,974 shares; 2025Q3: 48,041 shares; 2025Q4: 39,397 shares; 2026Q1: 39,385 shares 39,385 $3.61M 0.27% -12 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,164 shares; 2024Q4: 11,023 shares; 2025Q1: 12,080 shares; 2025Q2: 11,199 shares; 2025Q3: 10,841 shares; 2025Q4: 13,193 shares; 2026Q1: 19,933 shares 19,933 $3.38M 0.25% +6,740 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,748 shares; 2024Q4: 7,996 shares; 2025Q1: 7,791 shares; 2025Q2: not reported; 2025Q3: 5,568 shares; 2025Q4: not reported; 2026Q1: 54,465 shares 54,465 $2.76M 0.21% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 868 shares; 2024Q4: 705 shares; 2025Q1: 868 shares; 2025Q2: 797 shares; 2025Q3: 3,043 shares; 2025Q4: 7,868 shares; 2026Q1: 8,497 shares 8,497 $2.73M 0.2% +629 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,672 shares; 2024Q4: 277,181 shares; 2025Q1: 279,387 shares; 2025Q2: 245,931 shares; 2025Q3: 121,809 shares; 2025Q4: 53,318 shares; 2026Q1: 53,091 shares 53,091 $2.66M 0.2% -227 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,114 shares; 2024Q4: 112,759 shares; 2025Q1: 239,396 shares; 2025Q2: 281,312 shares; 2025Q3: 314,712 shares; 2025Q4: 366,370 shares; 2026Q1: 13,471 shares 13,471 $2.64M 0.2% -352,899 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,044 shares; 2025Q2: 69,251 shares; 2025Q3: 66,782 shares; 2025Q4: 68,930 shares; 2026Q1: 67,106 shares 67,106 $2.61M 0.2% -1,824 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,190 shares; 2024Q4: 10,556 shares; 2025Q1: 11,337 shares; 2025Q2: 10,713 shares; 2025Q3: 11,258 shares; 2025Q4: 13,414 shares; 2026Q1: 11,606 shares 11,606 $2.42M 0.18% -1,808 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,642 shares; 2024Q4: 8,854 shares; 2025Q1: 8,873 shares; 2025Q2: 7,451 shares; 2025Q3: 7,312 shares; 2025Q4: 8,199 shares; 2026Q1: 8,299 shares 8,299 $2.38M 0.18% +100 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,648 shares; 2024Q4: 7,774 shares; 2025Q1: 8,061 shares; 2025Q2: 6,963 shares; 2025Q3: 7,032 shares; 2025Q4: 6,992 shares; 2026Q1: 7,465 shares 7,465 $2.31M 0.17% +473 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,333 shares; 2026Q1: 19,757 shares 19,757 $2.2M 0.16% -8,576 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,936 shares; 2024Q4: 284,284 shares; 2025Q1: 267,180 shares; 2025Q2: 222,297 shares; 2025Q3: 137,141 shares; 2025Q4: 42,835 shares; 2026Q1: 41,969 shares 41,969 $2.09M 0.16% -866 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 592,602 shares; 2024Q4: 710,905 shares; 2025Q1: 124,466 shares; 2025Q2: 84,391 shares; 2025Q3: 81,563 shares; 2025Q4: 45,312 shares; 2026Q1: 44,957 shares 44,957 $2.08M 0.16% -355 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,054 shares; 2024Q4: 4,457 shares; 2025Q1: 5,746 shares; 2025Q2: 5,736 shares; 2025Q3: 5,941 shares; 2025Q4: 6,222 shares; 2026Q1: 9,610 shares 9,610 $1.99M 0.15% +3,388 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 685 shares; 2024Q4: 855 shares; 2025Q1: 951 shares; 2025Q2: 807 shares; 2025Q3: 827 shares; 2025Q4: 865 shares; 2026Q1: 4,349 shares 4,349 $1.9M 0.14% +3,484 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,521 shares; 2024Q4: 3,582 shares; 2025Q1: 4,005 shares; 2025Q2: 3,991 shares; 2025Q3: 4,907 shares; 2025Q4: 5,849 shares; 2026Q1: 6,272 shares 6,272 $1.9M 0.14% +423 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,094 shares; 2024Q4: 48,599 shares; 2025Q1: 46,412 shares; 2025Q2: 25,915 shares; 2025Q3: 26,244 shares; 2025Q4: 35,627 shares; 2026Q1: 36,888 shares 36,888 $1.84M 0.14% +1,261 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,254 shares; 2025Q2: 24,320 shares; 2025Q3: 24,381 shares; 2025Q4: 24,433 shares; 2026Q1: 24,491 shares 24,491 $1.74M 0.13% +58 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 601 shares; 2024Q4: 568 shares; 2025Q1: 575 shares; 2025Q2: 556 shares; 2025Q3: 575 shares; 2025Q4: 14,700 shares; 2026Q1: 17,561 shares 17,561 $1.69M 0.13% +2,861 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,432 shares; 2024Q4: 2,980 shares; 2025Q1: 5,334 shares; 2025Q2: 6,198 shares; 2025Q3: 7,088 shares; 2025Q4: 7,883 shares; 2026Q1: 9,084 shares 9,084 $1.5M 0.11% +1,201 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 942 shares; 2024Q4: 944 shares; 2025Q1: 1,432 shares; 2025Q2: 1,479 shares; 2025Q3: 1,947 shares; 2025Q4: 2,613 shares; 2026Q1: 2,592 shares 2,592 $1.48M 0.11% -21 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,972 shares; 2024Q4: 5,325 shares; 2025Q1: 9,521 shares; 2025Q2: 9,745 shares; 2025Q3: 8,554 shares; 2025Q4: 10,325 shares; 2026Q1: 10,996 shares 10,996 $1.45M 0.11% +671 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,598 shares; 2024Q4: 4,720 shares; 2025Q1: 5,454 shares; 2025Q2: 4,376 shares; 2025Q3: 4,411 shares; 2025Q4: 4,700 shares; 2026Q1: 4,744 shares 4,744 $1.4M 0.1% +44 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,002 shares; 2024Q4: 5,303 shares; 2025Q1: 6,610 shares; 2025Q2: 7,107 shares; 2025Q3: 5,653 shares; 2025Q4: 6,033 shares; 2026Q1: 6,359 shares 6,359 $1.38M 0.1% +326 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 1,086 shares; 2025Q1: 1,536 shares; 2025Q2: 1,729 shares; 2025Q3: 1,813 shares; 2025Q4: 2,012 shares; 2026Q1: 1,588 shares 1,588 $1.34M 0.1% -424 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,446 shares; 2024Q4: 5,776 shares; 2025Q1: 6,484 shares; 2025Q2: 6,337 shares; 2025Q3: 6,644 shares; 2025Q4: 8,400 shares; 2026Q1: 8,952 shares 8,952 $1.32M 0.1% +552 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,250 shares; 2025Q1: 3,400 shares; 2025Q2: 6,859 shares; 2025Q3: 7,159 shares; 2025Q4: 11,578 shares; 2026Q1: 12,213 shares 12,213 $1.3M 0.1% +635 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,881 shares; 2025Q1: 17,430 shares; 2025Q2: 20,891 shares; 2025Q3: 22,222 shares; 2025Q4: 24,840 shares; 2026Q1: 25,608 shares 25,608 $1.29M 0.1% +768 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,770 shares; 2024Q4: 2,811 shares; 2025Q1: 7,845 shares; 2025Q2: 9,739 shares; 2025Q3: 10,435 shares; 2025Q4: 11,898 shares; 2026Q1: 13,614 shares 13,614 $1.26M 0.09% +1,716 Timeline AESI ATLAS ENERGY SOLUTIONS INC More: the full row for ATLAS ENERGY SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,834 shares; 2025Q2: 13,094 shares; 2025Q3: 25,252 shares; 2025Q4: 56,405 shares; 2026Q1: 95,844 shares 95,844 $1.26M 0.09% +39,439 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,956 shares; 2024Q4: 2,840 shares; 2025Q1: 2,794 shares; 2025Q2: 2,800 shares; 2025Q3: 2,895 shares; 2025Q4: 3,628 shares; 2026Q1: 3,692 shares 3,692 $1.25M 0.09% +64 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,456 shares; 2025Q1: 3,406 shares; 2025Q2: 3,359 shares; 2025Q3: 3,381 shares; 2025Q4: 4,506 shares; 2026Q1: 5,063 shares 5,063 $1.24M 0.09% +557 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 1,726 shares; 2025Q1: 1,464 shares; 2025Q2: 1,715 shares; 2025Q3: 1,717 shares; 2025Q4: 2,460 shares; 2026Q1: 2,538 shares 2,538 $1.22M 0.09% +78 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,415 shares; 2025Q1: 25,965 shares; 2025Q2: 27,762 shares; 2025Q3: 39,885 shares; 2025Q4: 41,726 shares; 2026Q1: 40,364 shares 40,364 $1.17M 0.09% -1,362 Timeline OVBC OHIO VY BANC CORP More: the full row for OHIO VY BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,778 shares; 2025Q3: 29,552 shares; 2025Q4: 28,137 shares; 2026Q1: 26,522 shares 26,522 $1.16M 0.09% -1,615 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,622 shares; 2024Q4: 1,522 shares; 2025Q1: 19,666 shares; 2025Q2: 1,325 shares; 2025Q3: 1,793 shares; 2025Q4: 1,921 shares; 2026Q1: 1,776 shares 1,776 $1.15M 0.09% -145 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,792 shares; 2024Q4: 38,727 shares; 2025Q1: 31,439 shares; 2025Q2: 22,616 shares; 2025Q3: 20,924 shares; 2025Q4: 18,849 shares; 2026Q1: 18,309 shares 18,309 $1.15M 0.09% -540 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,228 shares; 2025Q2: 22,663 shares; 2025Q3: 22,464 shares; 2025Q4: 27,114 shares; 2026Q1: 27,413 shares 27,413 $1.1M 0.08% +299 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,822 shares; 2024Q4: 17,617 shares; 2025Q1: 18,482 shares; 2025Q2: 8,501 shares; 2025Q3: 9,774 shares; 2025Q4: 19,002 shares; 2026Q1: 20,633 shares 20,633 $1.05M 0.08% +1,631 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,790 shares; 2026Q1: 7,777 shares 7,777 $1.05M 0.08% -13 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,690 shares; 2024Q4: 10,234 shares; 2025Q1: 10,217 shares; 2025Q2: 9,628 shares; 2025Q3: 9,669 shares; 2025Q4: 9,559 shares; 2026Q1: 9,561 shares 9,561 $1.05M 0.08% +2 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,749 shares; 2024Q4: 5,680 shares; 2025Q1: 5,745 shares; 2025Q2: 5,528 shares; 2025Q3: 7,403 shares; 2025Q4: 7,896 shares; 2026Q1: 7,258 shares 7,258 $1.05M 0.08% -638 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,985 shares; 2025Q2: 12,104 shares; 2025Q3: 15,045 shares; 2025Q4: 17,082 shares; 2026Q1: 18,037 shares 18,037 $1.03M 0.08% +955 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,267 shares; 2025Q2: 2,748 shares; 2025Q3: 2,906 shares; 2025Q4: 3,144 shares; 2026Q1: 3,364 shares 3,364 $994K 0.07% +220 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 994 shares; 2025Q1: 1,013 shares; 2025Q2: 1,066 shares; 2025Q3: 1,095 shares; 2025Q4: 1,483 shares; 2026Q1: 1,390 shares 1,390 $985K 0.07% -93 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,589 shares; 2026Q1: 4,625 shares 4,625 $952K 0.07% +36 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,991 shares; 2024Q4: 7,796 shares; 2025Q1: 9,309 shares; 2025Q2: 8,442 shares; 2025Q3: 9,280 shares; 2025Q4: 17,866 shares; 2026Q1: 17,866 shares 17,866 $932K 0.07% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,523 shares; 2024Q4: 1,929 shares; 2025Q1: 4,029 shares; 2025Q2: 4,138 shares; 2025Q3: 4,374 shares; 2025Q4: 4,640 shares; 2026Q1: 5,946 shares 5,946 $923K 0.07% +1,306 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,727 shares 3,727 $921K 0.07% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,642 shares; 2026Q1: 9,270 shares 9,270 $912K 0.07% +3,628 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 2,689 shares; 2025Q1: 2,682 shares; 2025Q2: 2,674 shares; 2025Q3: 2,893 shares; 2025Q4: 2,641 shares; 2026Q1: 2,637 shares 2,637 $901K 0.07% -4 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,121 shares; 2025Q2: 3,778 shares; 2025Q3: 5,131 shares; 2025Q4: 6,148 shares; 2026Q1: 6,158 shares 6,158 $901K 0.07% +10 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,711 shares; 2025Q2: 28,269 shares; 2025Q3: 39,578 shares; 2025Q4: 85,645 shares; 2026Q1: 33,224 shares 33,224 $870K 0.07% -52,421 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,159 shares; 2024Q4: 1,253 shares; 2025Q1: 1,760 shares; 2025Q2: 2,131 shares; 2025Q3: 857 shares; 2025Q4: 1,592 shares; 2026Q1: 3,201 shares 3,201 $866K 0.06% +1,609 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,791 shares; 2024Q4: 13,163 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,712 shares 30,712 $787K 0.06% new Timeline ESLG STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,765 shares; 2026Q1: 33,731 shares 33,731 $787K 0.06% +5,966 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,633 shares; 2024Q4: 3,743 shares; 2025Q1: 3,331 shares; 2025Q2: 3,338 shares; 2025Q3: 2,629 shares; 2025Q4: 2,759 shares; 2026Q1: 2,761 shares 2,761 $784K 0.06% +2 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 679 shares; 2024Q4: 670 shares; 2025Q1: 671 shares; 2025Q2: 672 shares; 2025Q3: 637 shares; 2025Q4: 771 shares; 2026Q1: 873 shares 873 $756K 0.06% +102 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,124 shares; 2024Q4: 1,089 shares; 2025Q1: 1,106 shares; 2025Q2: 1,027 shares; 2025Q3: 1,055 shares; 2025Q4: 1,089 shares; 2026Q1: 2,268 shares 2,268 $746K 0.06% +1,179 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,858 shares; 2025Q2: 7,061 shares; 2025Q3: 8,180 shares; 2025Q4: 11,179 shares; 2026Q1: 11,572 shares 11,572 $715K 0.05% +393 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,191 shares 14,191 $714K 0.05% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,445 shares; 2025Q2: 1,839 shares; 2025Q3: 2,074 shares; 2025Q4: 2,398 shares; 2026Q1: 3,336 shares 3,336 $693K 0.05% +938 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,867 shares; 2024Q4: 4,860 shares; 2025Q1: 5,455 shares; 2025Q2: 5,568 shares; 2025Q3: 9,178 shares; 2025Q4: 8,596 shares; 2026Q1: 8,584 shares 8,584 $662K 0.05% -12 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,849 shares; 2025Q2: 4,435 shares; 2025Q3: 4,751 shares; 2025Q4: 4,971 shares; 2026Q1: 5,044 shares 5,044 $661K 0.05% +73 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,619 shares; 2025Q4: 11,059 shares; 2026Q1: 9,976 shares 9,976 $658K 0.05% -1,083 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,999 shares; 2025Q2: 20,346 shares; 2025Q3: 9,937 shares; 2025Q4: 10,549 shares; 2026Q1: 11,195 shares 11,195 $655K 0.05% +646 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: 503 shares; 2025Q1: 447 shares; 2025Q2: 454 shares; 2025Q3: 456 shares; 2025Q4: 797 shares; 2026Q1: 1,227 shares 1,227 $613K 0.05% +430 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244,014 shares; 2024Q4: 305,498 shares; 2025Q1: 202,696 shares; 2025Q2: 195,379 shares; 2025Q3: 209,921 shares; 2025Q4: 237,787 shares; 2026Q1: 3,156 shares 3,156 $605K 0.05% -234,631 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,025 shares; 2025Q4: 8,785 shares; 2026Q1: 11,014 shares 11,014 $595K 0.04% +2,229 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,494 shares; 2024Q4: 19,599 shares; 2025Q1: 19,188 shares; 2025Q2: 16,101 shares; 2025Q3: 13,323 shares; 2025Q4: not reported; 2026Q1: 19,397 shares 19,397 $595K 0.04% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 439 shares; 2024Q4: 758 shares; 2025Q1: 507 shares; 2025Q2: 423 shares; 2025Q3: 485 shares; 2025Q4: 569 shares; 2026Q1: 640 shares 640 $589K 0.04% +71 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,030 shares; 2025Q1: 998 shares; 2025Q2: 1,025 shares; 2025Q3: 1,010 shares; 2025Q4: 1,366 shares; 2026Q1: 1,876 shares 1,876 $583K 0.04% +510 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,525 shares; 2024Q4: 2,609 shares; 2025Q1: 2,651 shares; 2025Q2: 2,512 shares; 2025Q3: 2,510 shares; 2025Q4: 2,595 shares; 2026Q1: 2,995 shares 2,995 $578K 0.04% +400 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,550 shares; 2026Q1: 6,550 shares 6,550 $567K 0.04% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,766 shares; 2025Q2: 16,826 shares; 2025Q3: 17,585 shares; 2025Q4: 19,057 shares; 2026Q1: 10,383 shares 10,383 $562K 0.04% -8,674 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,738 shares; 2024Q4: 4,733 shares; 2025Q1: 4,688 shares; 2025Q2: 4,702 shares; 2025Q3: 4,718 shares; 2025Q4: 4,789 shares; 2026Q1: 5,730 shares 5,730 $557K 0.04% +941 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,880 shares; 2024Q4: 7,256 shares; 2025Q1: 6,934 shares; 2025Q2: 6,552 shares; 2025Q3: 4,879 shares; 2025Q4: 4,986 shares; 2026Q1: 4,838 shares 4,838 $547K 0.04% -148 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,596 shares; 2025Q4: 1,762 shares; 2026Q1: 2,023 shares 2,023 $540K 0.04% +261 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,905 shares; 2024Q4: 1,896 shares; 2025Q1: 1,813 shares; 2025Q2: 1,846 shares; 2025Q3: 1,796 shares; 2025Q4: 1,839 shares; 2026Q1: 2,712 shares 2,712 $527K 0.04% +873 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,447 shares; 2025Q2: 12,384 shares; 2025Q3: 13,570 shares; 2025Q4: 15,088 shares; 2026Q1: 15,561 shares 15,561 $522K 0.04% +473 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,293 shares; 2024Q4: 15,178 shares; 2025Q1: 16,474 shares; 2025Q2: 19,602 shares; 2025Q3: 17,254 shares; 2025Q4: 5,382 shares; 2026Q1: 5,327 shares 5,327 $522K 0.04% -55 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,812 shares 2,812 $519K 0.04% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 897 shares; 2025Q1: 897 shares; 2025Q2: 901 shares; 2025Q3: 960 shares; 2025Q4: 900 shares; 2026Q1: 940 shares 940 $516K 0.04% +40 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 1,054 shares; 2025Q1: 1,138 shares; 2025Q2: 988 shares; 2025Q3: 920 shares; 2025Q4: 1,322 shares; 2026Q1: 1,382 shares 1,382 $514K 0.04% +60 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,963 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,645 shares; 2025Q3: 1,742 shares; 2025Q4: 1,786 shares; 2026Q1: 3,090 shares 3,090 $508K 0.04% +1,304 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,627 shares; 2026Q1: 1,532 shares 1,532 $497K 0.04% -95 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 874 shares; 2024Q4: 1,484 shares; 2025Q1: 1,015 shares; 2025Q2: 1,175 shares; 2025Q3: 1,340 shares; 2025Q4: 1,005 shares; 2026Q1: 1,122 shares 1,122 $478K 0.04% +117 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,178 shares; 2024Q4: 6,437 shares; 2025Q1: 6,492 shares; 2025Q2: 7,237 shares; 2025Q3: 7,182 shares; 2025Q4: 8,336 shares; 2026Q1: 9,780 shares 9,780 $477K 0.04% +1,444 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,529 shares; 2024Q4: 5,056 shares; 2025Q1: 5,232 shares; 2025Q2: 5,192 shares; 2025Q3: 5,246 shares; 2025Q4: 5,139 shares; 2026Q1: 5,240 shares 5,240 $469K 0.04% +101 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,532 shares; 2024Q4: 3,790 shares; 2025Q1: 4,869 shares; 2025Q2: 4,902 shares; 2025Q3: 4,899 shares; 2025Q4: 5,324 shares; 2026Q1: 5,706 shares 5,706 $454K 0.03% +382 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,264 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,426 shares; 2025Q4: 4,599 shares; 2026Q1: 4,638 shares 4,638 $450K 0.03% +39 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,670 shares; 2026Q1: 1,673 shares 1,673 $438K 0.03% +3 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,977 shares; 2024Q4: 8,977 shares; 2025Q1: 9,013 shares; 2025Q2: 9,013 shares; 2025Q3: 9,013 shares; 2025Q4: 9,013 shares; 2026Q1: 9,013 shares 9,013 $437K 0.03% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,737 shares; 2025Q4: not reported; 2026Q1: 4,885 shares 4,885 $424K 0.03% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 639 shares; 2025Q1: 661 shares; 2025Q2: 671 shares; 2025Q3: 675 shares; 2025Q4: 685 shares; 2026Q1: 692 shares 692 $418K 0.03% +7 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,042 shares; 2025Q4: 5,303 shares; 2026Q1: 5,457 shares 5,457 $411K 0.03% +154 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,738 shares; 2024Q4: 4,757 shares; 2025Q1: 4,774 shares; 2025Q2: 4,790 shares; 2025Q3: 4,808 shares; 2025Q4: 4,828 shares; 2026Q1: 4,842 shares 4,842 $404K 0.03% +14 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 301 shares; 2025Q4: 445 shares; 2026Q1: 925 shares 925 $400K 0.03% +480 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,196 shares; 2025Q2: 11,288 shares; 2025Q3: 11,515 shares; 2025Q4: 18,784 shares; 2026Q1: 9,593 shares 9,593 $397K 0.03% -9,191 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,763 shares; 2024Q4: 1,572 shares; 2025Q1: 1,688 shares; 2025Q2: 1,592 shares; 2025Q3: 1,834 shares; 2025Q4: 1,733 shares; 2026Q1: 1,559 shares 1,559 $387K 0.03% -174 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 144 shares; 2025Q1: 152 shares; 2025Q2: 139 shares; 2025Q3: 142 shares; 2025Q4: 149 shares; 2026Q1: 219 shares 219 $379K 0.03% +70 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,922 shares; 2025Q2: 13,206 shares; 2025Q3: 14,684 shares; 2025Q4: 17,182 shares; 2026Q1: 15,223 shares 15,223 $377K 0.03% -1,959 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 856 shares 856 $368K 0.03% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,214 shares; 2024Q4: 4,260 shares; 2025Q1: 4,271 shares; 2025Q2: 8,639 shares; 2025Q3: not reported; 2025Q4: 1,974 shares; 2026Q1: 1,995 shares 1,995 $363K 0.03% +21 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,802 shares; 2024Q4: 11,080 shares; 2025Q1: 14,466 shares; 2025Q2: 10,003 shares; 2025Q3: 8,861 shares; 2025Q4: 7,646 shares; 2026Q1: 7,688 shares 7,688 $362K 0.03% +42 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,667 shares; 2024Q4: 1,659 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,400 shares; 2026Q1: 2,407 shares 2,407 $356K 0.03% +7 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,542 shares; 2025Q3: 1,505 shares; 2025Q4: 1,544 shares; 2026Q1: 1,381 shares 1,381 $355K 0.03% -163 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,448 shares; 2025Q2: 2,451 shares; 2025Q3: 3,084 shares; 2025Q4: 2,874 shares; 2026Q1: 2,459 shares 2,459 $350K 0.03% -415 Timeline ESSC STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,190 shares 13,190 $345K 0.03% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,722 shares; 2025Q3: 2,715 shares; 2025Q4: 2,718 shares; 2026Q1: 2,723 shares 2,723 $344K 0.03% +5 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 579 shares; 2025Q4: 550 shares; 2026Q1: 548 shares 548 $338K 0.03% -2 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 631 shares; 2025Q1: 631 shares; 2025Q2: 638 shares; 2025Q3: 632 shares; 2025Q4: 828 shares; 2026Q1: 1,020 shares 1,020 $335K 0.03% +192 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,639 shares; 2025Q3: 1,624 shares; 2025Q4: 1,745 shares; 2026Q1: 2,048 shares 2,048 $327K 0.02% +303 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,149 shares; 2024Q4: 140,357 shares; 2025Q1: 135,360 shares; 2025Q2: 115,510 shares; 2025Q3: 81,952 shares; 2025Q4: 7,284 shares; 2026Q1: 5,733 shares 5,733 $325K 0.02% -1,551 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,612 shares; 2025Q3: 3,063 shares; 2025Q4: 3,745 shares; 2026Q1: 4,464 shares 4,464 $321K 0.02% +719 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,362 shares; 2025Q2: 37,761 shares; 2025Q3: 31,947 shares; 2025Q4: 6,877 shares; 2026Q1: 6,844 shares 6,844 $318K 0.02% -33 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 868 shares 868 $310K 0.02% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,995 shares; 2024Q4: 3,276 shares; 2025Q1: 3,319 shares; 2025Q2: 3,366 shares; 2025Q3: 3,269 shares; 2025Q4: 3,135 shares; 2026Q1: 3,431 shares 3,431 $297K 0.02% +296 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 235 shares; 2026Q1: 225 shares 225 $297K 0.02% -10 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,851 shares; 2024Q4: 8,790 shares; 2025Q1: 7,884 shares; 2025Q2: 6,232 shares; 2025Q3: 5,583 shares; 2025Q4: 4,792 shares; 2026Q1: 4,804 shares 4,804 $289K 0.02% +12 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,875 shares; 2026Q1: 4,434 shares 4,434 $288K 0.02% +559 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,757 shares; 2024Q4: 7,956 shares; 2025Q1: 7,322 shares; 2025Q2: 7,003 shares; 2025Q3: 6,348 shares; 2025Q4: 5,036 shares; 2026Q1: 4,637 shares 4,637 $284K 0.02% -399 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,052 shares; 2025Q4: 2,118 shares; 2026Q1: 2,114 shares 2,114 $281K 0.02% -4 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,425 shares; 2024Q4: 1,405 shares; 2025Q1: 1,394 shares; 2025Q2: 1,332 shares; 2025Q3: 1,309 shares; 2025Q4: 1,317 shares; 2026Q1: 1,412 shares 1,412 $280K 0.02% +95 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 1,290 shares; 2025Q1: 1,276 shares; 2025Q2: 1,284 shares; 2025Q3: 1,251 shares; 2025Q4: 1,140 shares; 2026Q1: 1,675 shares 1,675 $269K 0.02% +535 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: 1,149 shares; 2025Q1: 1,078 shares; 2025Q2: 1,083 shares; 2025Q3: 1,081 shares; 2025Q4: 1,026 shares; 2026Q1: 1,180 shares 1,180 $267K 0.02% +154 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,960 shares 4,960 $262K 0.02% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,261 shares; 2024Q4: 6,332 shares; 2025Q1: 6,429 shares; 2025Q2: 2,769 shares; 2025Q3: 2,686 shares; 2025Q4: 2,488 shares; 2026Q1: 2,175 shares 2,175 $262K 0.02% -313 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,879 shares; 2024Q4: 2,645 shares; 2025Q1: 2,864 shares; 2025Q2: 2,331 shares; 2025Q3: 2,314 shares; 2025Q4: 1,880 shares; 2026Q1: 1,794 shares 1,794 $260K 0.02% -86 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 813 shares 813 $259K 0.02% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 531 shares 531 $257K 0.02% new Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 2,168 shares; 2025Q1: 2,175 shares; 2025Q2: 2,183 shares; 2025Q3: 2,190 shares; 2025Q4: 2,199 shares; 2026Q1: 2,205 shares 2,205 $252K 0.02% +6 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,675 shares 2,675 $251K 0.02% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 815 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 252 shares 252 $251K 0.02% new Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,457 shares; 2025Q2: 8,639 shares; 2025Q3: 8,753 shares; 2025Q4: 8,946 shares; 2026Q1: 9,125 shares 9,125 $247K 0.02% +179 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,637 shares; 2024Q4: 4,763 shares; 2025Q1: 4,662 shares; 2025Q2: 4,721 shares; 2025Q3: 4,782 shares; 2025Q4: 5,343 shares; 2026Q1: 5,374 shares 5,374 $243K 0.02% +31 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,471 shares; 2024Q4: 11,078 shares; 2025Q1: 9,829 shares; 2025Q2: 10,759 shares; 2025Q3: 9,897 shares; 2025Q4: 10,453 shares; 2026Q1: 9,672 shares 9,672 $243K 0.02% -781 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,986 shares; 2025Q4: 1,982 shares; 2026Q1: 1,852 shares 1,852 $241K 0.02% -130 Timeline COGT COGENT BIOSCIENCES INC More: the full row for COGENT BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,582 shares; 2024Q4: 12,582 shares; 2025Q1: 13,032 shares; 2025Q2: 15,508 shares; 2025Q3: 10,043 shares; 2025Q4: 6,431 shares; 2026Q1: 6,221 shares 6,221 $239K 0.02% -210 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,213 shares; 2024Q4: 489 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 418 shares 418 $235K 0.02% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 837 shares; 2024Q4: 1,030 shares; 2025Q1: 1,031 shares; 2025Q2: 1,100 shares; 2025Q3: 1,151 shares; 2025Q4: 1,205 shares; 2026Q1: 663 shares 663 $233K 0.02% -542 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,035 shares; 2025Q4: 5,119 shares; 2026Q1: 5,033 shares 5,033 $230K 0.02% -86 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,418 shares; 2024Q4: 7,518 shares; 2025Q1: 8,393 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,717 shares; 2026Q1: 1,844 shares 1,844 $229K 0.02% +127 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,787 shares 11,787 $229K 0.02% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 461 shares 461 $229K 0.02% new Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,531 shares; 2024Q4: 11,527 shares; 2025Q1: 6,081 shares; 2025Q2: 3,021 shares; 2025Q3: 2,734 shares; 2025Q4: 2,365 shares; 2026Q1: 2,172 shares 2,172 $228K 0.02% -193 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,759 shares; 2024Q4: 20,762 shares; 2025Q1: 15,664 shares; 2025Q2: 5,863 shares; 2025Q3: 4,585 shares; 2025Q4: 4,129 shares; 2026Q1: 3,671 shares 3,671 $228K 0.02% -458 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,047 shares; 2025Q1: 955 shares; 2025Q2: 952 shares; 2025Q3: 922 shares; 2025Q4: 1,128 shares; 2026Q1: 1,105 shares 1,105 $225K 0.02% -23 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 783 shares 783 $225K 0.02% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 377 shares; 2025Q2: 349 shares; 2025Q3: 362 shares; 2025Q4: 359 shares; 2026Q1: 318 shares 318 $222K 0.02% -41 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 802 shares; 2026Q1: 895 shares 895 $217K 0.02% +93 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,257 shares; 2025Q3: 6,874 shares; 2025Q4: 7,438 shares; 2026Q1: 1,308 shares 1,308 $215K 0.02% -6,130 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,730 shares; 2025Q2: 26,768 shares; 2025Q3: 28,606 shares; 2025Q4: not reported; 2026Q1: 7,348 shares 7,348 $213K 0.02% new Timeline DNTH DIANTHUS THERAPEUTICS INC More: the full row for DIANTHUS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,513 shares 2,513 $211K 0.02% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,445 shares; 2024Q4: 16,728 shares; 2025Q1: 19,900 shares; 2025Q2: 21,146 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,748 shares 2,748 $209K 0.02% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 418 shares 418 $205K 0.02% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,280 shares 3,280 $205K 0.02% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 380 shares 380 $205K 0.02% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,963 shares 12,963 $186K 0.01% new Timeline ZNTL ZENTALIS PHARMACEUTICALS INC More: the full row for ZENTALIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,558 shares; 2024Q4: 26,639 shares; 2025Q1: 45,513 shares; 2025Q2: 21,546 shares; 2025Q3: 28,192 shares; 2025Q4: 70,911 shares; 2026Q1: 66,401 shares 66,401 $155K 0.01% -4,510 Timeline NRIX NURIX THERAPEUTICS INC More: the full row for NURIX THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,678 shares; 2025Q4: 10,158 shares; 2026Q1: 10,018 shares 10,018 $155K 0.01% -140 Timeline AURA AURA BIOSCIENCES INC More: the full row for AURA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,609 shares; 2025Q4: 18,984 shares; 2026Q1: 21,704 shares 21,704 $145K 0.01% +2,720 Timeline BBNX BETA BIONICS INC More: the full row for BETA BIONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,906 shares 11,906 $119K 0.01% new Timeline RLAY RELAY THERAPEUTICS INC More: the full row for RELAY THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,101 shares; 2025Q4: 11,401 shares; 2026Q1: 11,029 shares 11,029 $110K 0.01% -372 Timeline MASS 908 DEVICES INC More: the full row for 908 DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,099 shares; 2024Q4: 49,670 shares; 2025Q1: 45,738 shares; 2025Q2: 19,188 shares; 2025Q3: 19,188 shares; 2025Q4: 17,581 shares; 2026Q1: 17,101 shares 17,101 $105K 0.01% -480 Timeline JFB JFB CONSTR HLDGS More: the full row for JFB CONSTR HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,314 shares 11,314 $69.2K 0.01% new Timeline BCYC BICYCLE THERAPEUTICS PLC More: the full row for BICYCLE THERAPEUTICS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,317 shares 14,317 $66.4K <0.01% new Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,960 shares; 2024Q4: 16,410 shares; 2025Q1: 10,410 shares; 2025Q2: not reported; 2025Q3: 11,433 shares; 2025Q4: 11,433 shares; 2026Q1: 11,433 shares 11,433 $46.2K <0.01% 0 Timeline EVH EVOLENT HEALTH INC More: the full row for EVOLENT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,535 shares; 2025Q2: 19,300 shares; 2025Q3: 13,761 shares; 2025Q4: not reported; 2026Q1: 17,190 shares 17,190 $39.2K <0.01% new Timeline RMCO ROYALTY MGMT HLDG CORP More: the full row for ROYALTY MGMT HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,875 shares; 2024Q4: 11,875 shares; 2025Q1: 11,875 shares; 2025Q2: 11,875 shares; 2025Q3: 11,896 shares; 2025Q4: 11,906 shares; 2026Q1: 11,914 shares 11,914 $35.4K <0.01% +8 Timeline LUNG PULMONX CORP More: the full row for PULMONX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,455 shares; 2025Q4: 11,884 shares; 2026Q1: 15,184 shares 15,184 $19.6K <0.01% +3,300 Timeline HYPR HYPERFINE INC More: the full row for HYPERFINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $10.8K <0.01% 0 Timeline